Our people

Adam has worked for Capita Financial Software since it was formed following the purchase by Capita of Webline (he joined Webline in 2005).

Adam has held several different roles in the company and has been on the Senior Management Team since 2009. His role is responsible for developing the strategy for the business together with managing some of the day to day challenges that face the business. Adam really enjoys spending time with our clients, this helps him to understand how CFSL can support them now and in the future.

Before joining Webline Adam spent 16 years with Prudential where he had several roles in customer service, project management and distribution. In 1999 Adam managed a project to develop the adviser extranet service and continued to develop their online proposition and later became E-Business Strategy Manager.

Steve joined Capita Financial Software as IT Development Director in 2011, with responsibility for development across CFSL's existing broad range of software solutions and for delivering the future Product Roadmap.

Steve started his career in software developing safety critical systems with Logica, progressing onto Development and Project Management roles for some of their highest profile customers. More recently Steve has specialised in delivering innovative software solutions to both the Retail IFA channel and Investment Banking sector in his Project and Delivery Management roles at iMeta Technologies. He has a detailed knowledge of many methods of software delivery and is PRINCE2 and CSM certified. He is able to use this experience to ensure CFSL's on-going adherence to industry standards for software excellence.

Jonathan joined Capita Financial Software in April 2011 and is responsible for the sales & marketing of CFSL's range of products and services.

He's been developing business with advisers, product providers, platforms and fund managers (in the UK and in Europe) since 1999 - selling software solutions in areas such as financial planning (ATR, asset allocation and investment modelling) and e-commerce services.

When time permits he enjoys spending time with his young family, photography, canoeing, and occasionally watches Newcastle United, despite living 330 miles away from their football ground.

William joined Capita in May 2008 with over 20 years in financial services and IT management roles He is responsible for the product strategy & roadmap for all of CFSL's products and services. He is the creator of Synaptic Comparator, developing the idea with help from the platforms and large distributors.

He's FPC, part AFPC qualified and was Chairman of the West Midlands LIA. He therefore brings practical experience based knowledge of IFAs to the development of new technology to help IFAs survive and thrive pre & post RDR.

In what little spare time he has he helps run Cheltenham Skeptics in the Pub, is a keen photographer, F1 (McLaren) fan, field sportsman and dedicated family man.

John was one of the joint founder members of Webline in 1995. He has unrivalled knowledge and experience of the portal market and how it has evolved over the years. Having realised some of the potential that the internet would bring to us over 15 years ago shows real insight and vision.

Before developing the first standards based portal in the UK John had over 20 years IT and management experience in IBM.